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Avion Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avion Wealth’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$780K Buy
+16,905
New +$780K 0.15% 43
2025
Q4 		– Sell
-45
Closed -$2K – 1415
2025
Q3 		$2K Buy
+45
New +$2.08K ﹤0.01% 864
2023
Q3 		– Sell
-222
Closed -$10K – 1006
2023
Q2 		$10K Buy
+222
New +$10.2K ﹤0.01% 290

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Avion Wealth's IUSB Position: Q2 2026 in Review

Avion Wealth opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 16,905 shares worth $780K. The stake represents 0.15% of the portfolio and ranks #43 among its holdings. This is a return to the name: Avion Wealth previously reported a position in IUSB as recently as Q3 2025.

Avion Wealth first reported a position in IUSB in Q2 2023 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Avion Wealth held 16,905 shares of iShares Core Universal USD Bond ETF worth $780K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Avion Wealth position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.15% of Avion Wealth's portfolio in Q2 2026, its #43 holding.
  • Avion Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.